• You can find the Procedures page in the Communications section of MinistryPlatform. Use this page to record specific actions that, taken together, accomplish some goal for your church.
• Use this page to create a central record of the "How To" information related to how your church uses MinistryPlatform. However, your church may add procedures that are partially related or completely unrelated to MinistryPlatform.
• The Procedures page comes with some sample entries. These entries may be relevant to your church as they are or with a minor adjustment. Some you may not need and your church can remove them.

Create Procedures

Any User with a Security Role to add or edit a Procedure record can create a procedure.

Edit the Basic Staff Rights Security Role to allow your staff to view Procedures. Or, your church may want only certain staff to create Procedures. In that case, you can create a specific Security Role and assign it to those who create Procedure records.

Page-specific Procedures

Procedures display when a User runs the *About this Page report. They are included along with Views, Reports, and Workflows relevant to that page. To print only the Procedures, select Procedures from the Item Type parameter drop-down menu and click View Report.

Print a Procedures Manual

From the Procedures page, run the report titled Procedures Manual, which prints all active Procedures by page. To print only some of the Procedures, create a selection of the Procedure records you want to print and launch the Selected Procedures Manual report.